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Setting up our next check-in

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Harcastle Environmental logo Harcastle Environmental · cs

Marcus Bell proposes a check-in and raises extending access beyond the account managers. Nicola Brearley books Wednesday at 10:00 but will not commit budget on extra users without Andrew.

What was said

What this says

Current to 13 Oct 26

Marcus Bell proposes a check-in and raises extending access beyond the account managers. Nicola Brearley books Wednesday at 10:00 but will not commit budget on extra users without Andrew.

Ask: Marcus wants to review usage and discuss who else at Harcastle could use the brain, noting room on the 40 licensed users.

Customer view: Nicola says the account managers value not chasing three people for one answer. She wants Marcus's thinking and a list of candidates first, and will not commit budget without Andrew.

Next: Marcus to send the invite and a short list of who could benefit.

AI · claude-sonnet-5-5 · 13 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2025-08-07
Last message2025-08-11

Messages

  1. Marcus Bell
    Marcus Bell 7 Aug 2025 13:58
    to Nicola Brearley
    Hi Nicola, Hope you're well. I'd like to get our next check-in booked for the next week or so, if you have the time. I've pulled the numbers again and the picture is a good one. Usage is holding up nicely among the account managers, and it's a steady rise compared with the last quarter. There is still plenty of room on the 40 licensed users, so one thing I'd like to talk through is whether other people at Harcastle should be getting access. The plan for the call is simple: - a quick look at the usage numbers together - which questions the account managers are asking most - who else might benefit from the brain Shall we book 30 minutes? I'm free most of next week and happy to work around your diary. Let me know a day and time and I'll send the invite. Thanks, Marcus
  2. Nicola Brearley
    Nicola Brearley 11 Aug 2025 08:43
    to Marcus Bell
    Hi Marcus, Thanks for this, and sorry for the slow reply. Last week was taken up with a couple of nasty complaints and I didn't get to my inbox. Good to hear the numbers are moving the right way. The account managers do keep telling me it saves them chasing three different people for the same answer, so that fits. I can do Wednesday or Thursday this week, ideally the morning. Wednesday is better because Thursday tends to slip. Could you send the invite for Wednesday at 10:00? If that doesn't suit you, Thursday at 09:30 is my fallback. On extra users, I'd like to see your thinking first. I won't commit anything on budget without Andrew, so let's treat it as a conversation for now. If you can send me a short list of who you think could benefit, that would help me decide who to bring in. Thanks, Nicola

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